PRICING

Company Name

Contact Name

Email Address

What City & State Are You Located In?

Phone

Your TOTAL assets under management?

Your EQUITY assets under management?

Your TOTAL number of securities to be voted?

Your TOTAL number of accounts to be voted?

Number of securities per account?

Individual or Wrap accounts? Individual or Wrap accounts?YesNo

Total number of custodians you utilize?

Do you have proxy voting guidelines set-up now? Do you have proxy voting guidelines set-up now?YesNo

How do you currently handle proxy voting? How do you currently handle proxy voting?Inhouse3rd Party Voting ServiceNot at AllOther

Comments/Concerns